Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Dental$423K
- Vision$423K
- Life$423K
- Short-term disability$423K
- +2 more
Sponsor portfolioTH
LOW INCOME INVESTMENT FUND
EIN 94-2952578financial servicesLatest filing 2024
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$2.9M premiums
Participants
356
49 STEVENSON ST STE 300 - SAN FRANCISCO, CA 94105415-489-6151liifund.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- CALIFORNIA PHYSICIANS SERVICE81%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
- KAISER FOUNDATION HEALTH PLAN INC4%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOW INCOME INVESTMENT FUND 401K PLAN
401k
Assets$20.6M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOW INCOME INVESTMENT FUND EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$2.9M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOW INCOME INVESTMENT FUND 401K PLAN | 401k | $20.6M | 211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOW INCOME INVESTMENT FUND EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $2.9M | 205 | 2024 |
Retirement plans
Welfare plans